Lead qualification for agencies

Make client feedback operational.

Stop chasing lead-quality notes through email, spreadsheets, and meetings. Give clients one focused queue, then return confirmed outcomes to the systems your agency already runs.

The agency-client handoff

A simple surface for clients. A controlled data loop for you.

  1. 01

    Connect each client

    Keep provider credentials, leads, reviewers, rules, and reports isolated by agency and client workspace.

  2. 02

    Collect a real decision

    Clients review the call or submission, see evidence, and confirm whether it was qualified.

  3. 03

    Return the outcome

    LeadDecide keeps provider shared fields import-only and sends the full structured outcome to your Zapier Catch Hook or configured signed HTTPS webhook.

  4. 04

    Improve the next review

    Human corrections become client-specific examples without turning AI into an unsupervised source of truth.

Buy versus build

The screen is the easy part. The operating system is not.

LeadDecide is priced to beat the internal cost of owning a custom portal—even now that software is faster to create.

Integration controls

Encrypted credentials, idempotent imports, deduplication, visible provider health, and retryable signed webhook delivery are built in.

Client-safe access

Agency boundaries, isolated workspaces, invitations, roles, revocation, and audit trails are built in. Each paying account can add its logo and accent color to a co-branded LeadDecide portal.

AI cost control

Use human-only review, managed Good or Amazing reviews, client budgets, or encrypted agency-owned keys.

Built for delivery teams

One portfolio, many client workspaces.

Account managers

See what is waiting

Switch clients, monitor pending reviews, and resolve gaps before reporting day.

Clients

Review without learning CTM

Open a clean queue, listen or read, choose an outcome, and move on.

Media buyers

Optimize from qualified outcomes

Feed confirmed lead quality back into the tracking and automation layer behind the campaign.

Agency questions

How it fits

Does this replace our CRM?

No. LeadDecide stays focused on review, qualification, and outcome feedback. Your CRM remains responsible for deeper sales and customer workflows.

Can clients see one another?

No. Agency accounts and client workspaces are tenant-isolated, and client users only see workspaces they were explicitly assigned.

Do we have to offer AI to every client?

No. AI is configured per client. Some clients can review manually, others can use Good or Amazing managed reviews, and the agency can use its own keys.

Is the client portal fully white-labeled?

It is co-branded. Your logo and accent color appear on your secure LeadDecide account pages, invitations, and workspace navigation while LeadDecide remains visibly identified as the platform.

A repeatable client service

Turn lead-quality feedback into something your agency can actually manage.

Book an agency walkthrough